traderyin

What's So Great About Having Really Sound Banks, Anyway?

I tell you why you want sound banks that don't take "stupid" risk - such as lending $800k to a guy that make $50k to buy a house.

The idea of sound bank/banking system is that people with good credit and good ideas can bring them to work. And people with bad or no credit should learn how to manage money before they get to borrow again.The economy as a whole would make better decisions on investment and allocation of assets instead of gassing of the next asset bubble.

So yes, sound bank feeds into investment responsibilities and accountabilities.

Solarfun: The Only Asian Solar to Raise Guidance?

The company hired a new CEO and turned around and actually made profit prior to the crash in 2008. So prior to that, you were right about them not making a dime.


On Sep 23 11:20 AM jerrydd wrote:

>
> ECD(seekingalpha.com/symbo...) will never have any activity
> because they have never made a profit from making anything.
>
> The only money they have made in the various forms of the company
> is gov subsidies, ripping off customer and stockholders.
>
> The only other thing they make is misleading press releases to con
> the above. Check out their history and you'll see.

Why I'm Optimistic on JDS Uniphase

Its a nice analysis. Would help if you can put some numbers on the segment and put all the numbers in a chart. Thanks

Why I'm Optimistic on JDS Uniphase

Still long this stock?

Initial Jobless Claims: 545K, down 12K from a week ago (revised) and better than the 575K consensus. Continuing claims rose 129K to 6.23M.

Yea, because you can't get worse and the govt will keep paying 25 mil people to be on life support. So what you have is top 10% of the wealth controlling 90% of the new class of helpless unemployed.


On Sep 17 08:45 AM mrdirt wrote:

> Spin the numbers, Less bad is good mantra. When initial claims are
> zero,
> and continuing claims rise to 25 million, will that mean the recession
> is over?

Peak oil nervousness is caused by vague anecdotal evidence and ignorance of exploration and extraction methods, argues energy consultant Michael Lynch: Oil's still abundant - and new supplies should bring the cost per barrel closer to history's $30.

Production cuts are going to bring oil above $30.

Alphaville finds a takeaway from David Rosenberg's report on how groupthink might affect equity buying, now that 90% of Wall Street economists believe the recession's over: "It is highly unlikely that 90% of the economics community can be right on the same thing at the same time."

Rosie been bearish for so long, I suppose his personal portfolio isn't so hot right about now. It seems like everytime the market goes up, Rosie publishes a bearish piece.

Weekly Unemployment Claims Continue to Be Encouraging

Encouraging when people are dropping out of continuing claims because they expired not because they found new jobs?!

Wells Fargo (WFC) reports it earned $3 billion, or 55 cents a share, in the first quarter - well ahead of market estimates. Revenue rose an estimated 16% to $20 billion. Futures jumping on the news.

Barney Frank will come out and ask WFC to pay TARP back.

Wells Fargo (WFC) reports it earned $3 billion, or 55 cents a share, in the first quarter - well ahead of market estimates. Revenue rose an estimated 16% to $20 billion. Futures jumping on the news.

Maybe it's the new mark-to-bs accounting in effect. who know? the market is giving WFC the benefit of the doubt.

Since Obama took office, 39% of Americans think the U.S. is headed in the right direction, up from 15%. The economy is getting worse according to 34% of poll respondents, down from 54%. 20% see economic improvement vs. 7% in January.

If the American public is right about ANYTHING, they wouldn't see their 401k down 50% and living in tents/trailer homes (which is a luxury for the foreclosursees). I will fade this poll, thank you very much.

Why Federal Realty Looks Interesting

It often make sense to do a time-series analysis on dividends or earnings, but for a leveraged company, it isn't enough.

A lot of equity analysts fail to look at the other side of the balance sheet (debt). What if vacancy goes up, FFO goes down, debt mature next quarter all at the same time when the credit market seize up? Your equity is worthless, let alone the dividends part of it. I don't know much about FRT, but most REITs are levered, so I would be careful and start looking at repayment risk/balance sheet risk before drooling over the fat dividends.

Four Stocks I'm Watching This Week

GE's earnings need to be flat this year for them to keep the dividends without any borrowing or cutting back in business investment (capex). In my opinion, it doesn't look very possible.